The Wealth-Tech / Custodian Strategic Account Manager (SAM) role is a client-facing role on the Wealth Management Platforms team designed to be the secondary point of contact for existing FinTech / Wealth-Tech and leading Custodian client relationships.  In addition to supporting the existing, critical client relationships this SAM will work closely with three of WMP’s most experienced Senior SAMs to elevate the Invesco brand across these client firms.  This will provide an incredible professional development opportunity for the qualified candidate.  The primary focus will be to support our Custom Model and SMA product lines in US Retail as well as to support the critical Custodian and TAMP platforms to provide product line access for the RIA marketplace.

Your Team
The WMP team manages day to day engagement with our best client Partner Firms while acting as the primary relationship manager for Invesco. The WMP team constructs the business strategy for client Partners, negotiates business terms for impacting organic growth and is responsible for the full integration of Invesco products onto client Partner platforms. We work in direct partnership with Investment due diligence, WMI field distribution leaders and Field Pro Buyers as our secondary client base.  We are responsible for bringing the breadth of Invesco products and services to every external distribution partner.

Your Role
The Strategic Account Manager (SAM) will work alongside several Senior SAMs and Product line Specialists as part of a Client Engagement team to facilitate the partnership with external Clients. In this role, the SAM candidate will help build the business plan, event strategy, engagement strategy, field sales support, data delivery and will help coordinate every aspect of the partnerships we have built with the industry’s most significant WealthTech, Custodian and TAMP Partners.

You Will Be Responsible For:

• The execution, education and field adoption of the FinTech Firms business plan.

• The placement of IVZ products on Client Partner Platforms.

• The training of our Field Sales teams about the FinTech ecosystem and how these partnerships impact sales and growth in Invesco critical few objectives (CFOs), especially in the RIA marketplace.

• Representing Invesco at certain Industry and Client events to help promote IVZ products.

• The negotiation of business contracts and financial terms to support organic growth and advisor education with Client partners.

• The dissemination of data to assist field sales with relevant and timely sales opportunities.

The Experience You Bring:

• Requires specialized depth and/or breadth of expertise in financial services with an emphasis on the RIA marketplace and broad knowledge of related job families (i.e. financial sales, strategic accounts).  The ideal candidate will have a keen interest in the growing RIA marketplace with an emphasis on the technology platforms that serve this Advisor community.

• Leads others to solve complex problems where significant initiative and independent judgement is required.

• Works independently, with guidance in only most complex situations.

• Converts technical FinTech client information and deep Custodian platform knowledge into compelling business context and advice for IVZ field sales teams.

• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.

• Works on complex assignments where significant initiative and independent judgement is required to search for an appropriate course of action within the context of established goals and objectives.

• Uses concepts and abilities from previous financial services sales, strategic accounts and RIA experience and skills to solve complex problems in creative and effective ways.

• Communicates difficult concepts and negotiates with others to adopt a different point of view.

The salary range for this position in New York, NY is $130,000 - $150,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.